Analysis over hype. Hard data over hope. Integrity of purpose in all we do.
Worcester, MA
Joined November 2023
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Your biggest investment winners can become your biggest risks.
How can you manage concentration risk without automatically selling? John Llodra explains hedging strategies and the tradeoffs to consider.
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Bonds aren't risk free. When interest rates rise, existing bond prices generally fall. Our latest video explains interest rate risk, duration, and credit quality.
hubs.la/Q04zG9PZ0
How much should today's headline influence your investment decisions?
Mike Preston breaks down what matters, what doesn't, and how we think about the market beyond the daily noise.
Watch here: youtu.be/j0HuLTZfBDQ?si=EYxV…
The 4% Rule is everywhere.
But what does it actually mean?
Here's the explanation in under 90 seconds.
For education purposes only. Not investment advice.
How reliable are dividends during difficult markets?
This chart tells an interesting story.
Read our latest newsletter on why yield isn't the whole story: hubs.la/Q04qm4FT0
For educational purposes only. Not investment advice.
Fear of missing out can lead investors to buy at exactly the wrong time. Here's how to recognize FOMO before it hurts your portfolio.
Not investment advice. Education only.
A 10% yield sounds great... until you ask what you're giving up.
Yield is only one piece of the investing puzzle.
Here's why: hubs.la/Q04qlQ260
Educational only. Not investment advice.
Live Q&A tomorrow at 2 PM ET on YouTube.
Markets, economy, headlines—what actually matters right now, and your questions answered live.
See you there.
youtube.com/live/8vR9Ep_OlBk…
Join us live this Thursday at 2 PM ET for an open market Q&A on YouTube.
We’ll be discussing markets, the economy, recent volatility, and answering your questions live.
youtube.com/live/D6Xyyq7yqGk…
Hope to see you there.
Markets aren’t “peaches & cream” just because averages say so.
War. Private credit. AI.
The risks are real and the data tells a different story.
Time to rethink passive investing?
Watch: youtu.be/MAptlwLt5OI?si=cqei…
What questions do you have about this market right now?
We’re going live at 2pm EST to break things down and answer them in real time.
Drop them below or join us live: hubs.la/Q049JD5t0
80% of financial influencers aren’t licensed.
They can say whatever they want.
They don’t answer to you.
That’s a problem.
Here’s the reality from a fiduciary with 27 years of experience: hubs.la/Q048W5Qq0
Silver is a volatile and often misunderstood market. Success isn’t about timing—it’s about discipline.
Investors often struggle with emotional decision-making in volatile markets. Awareness and planning can help reduce mistakes, but all investing carries risk.
For a deeper discussion on silver investing fundamentals and strategy, watch our latest video: youtu.be/usPVrGfeVEo?si=GmAk…
U.S. stocks fell today, with the Dow down 1.4% and oil up over 9%.
Join our Live Q&A next Thursday as our CFP advisors discuss the weak jobs report, energy prices, rate concerns, and stagflation.
Use this link on Thursday, March 12 at 2 p.m. EST:
hubs.la/Q045VFdb0
This month: gold, silver, real estate, and what’s really happening under the surface in 2026.
Join John Llodra & Mike Preston live — or catch the replay with nearly 10k subscribers.
See the markets as they are, not as they’re sold to you.
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